A good decision starts
with good information.

Yes. Although based in Boston, MA, the practice operates primarily on a remote basis, which allows us to work with clients across the country. Meetings are conducted virtually via Zoom, making it easy to connect from wherever you are, whether that is your home, your office, or anywhere in between.

Fee structures at Donohue Wealth Management are flexible and designed to reflect the scope and nature of each client relationship. Depending on your situation, fees may be structured as a percentage of assets under management, a financial planning retainer, or a combination of both.

Rather than applying a one-size-fits-all approach, we work with each prospective client to determine the arrangement that makes the most sense for where they are and what they need. That conversation typically happens naturally as part of the introductory process.

What you can expect in any arrangement is full transparency around what you are paying and what you are receiving in return.

We primarily work with pre and recent retirees, high earners and executives, small business owners, and high net worth families. Each client relationship is unique, but what they share is a need for comprehensive, personalized financial guidance.

There is no hard minimum to work with Donohue Wealth Management. That said, the depth and breadth of planning we provide tends to be most impactful for individuals and families with at least $1,000,000 in investable assets. If you are unsure whether you are a good fit, the best way to find out is simply to have a conversation.

Yes. When providing investment advisory services, our financial professionals are subject to fiduciary duties of care and loyalty. This means we are required to provide advice in each client’s best interest, act with appropriate care and diligence, and eliminate or fully and fairly disclose material conflicts of interest. Any CFP® professional associated with the practice is also individually responsible for complying with CFP Board standards when providing financial advice.

Getting started is simple. The first step is scheduling an introductory conversation, a no-pressure opportunity to discuss your situation, ask questions, and determine whether we might be a good fit. From there, we will walk you through everything you need to know about next steps.

Client assets are held with a qualified third-party custodian, not with Donohue Wealth Management directly. Our primary custodian is Charles Schwab, one of the largest and most established financial institutions in the country, providing SIPC coverage and full regulatory oversight. In certain situations, assets may be held with other carefully evaluated third-party institutions, which is always discussed and explained upfront.

*Insurance and annuity products involve costs, limitations, and contractual restrictions and may not be appropriate for all investors. SIPC coverage does not protect against market loss.

Yes, in certain circumstances. Appropriately licensed insurance professionals associated with Donohue Wealth Management may offer life, health, and accident insurance products through McAdam Financial, allowing clients to access a wide variety of insurance and annuity solutions when appropriate to their situation. In those instances, commissions may be earned and will be disclosed clearly and upfront.

When providing investment advisory services through McAdam LLC, our team is subject to applicable fiduciary duties. Any CFP® professional associated with the practice is also individually responsible for complying with CFP Board standards when providing financial advice. We are fully transparent regarding potential conflicts of interest. Where insurance or annuity products may offer a meaningful advantage over available alternatives, we will explore them as an option. Recommendations will be based on the client’s circumstances and needs, and all applicable compensation considerations and conflicts will be acknowledged as part of the conversation.

Donohue Wealth Management operates as a DBA of McAdam LLC, an SEC-registered investment adviser. McAdam provides the compliance oversight, operational support, technology, and other resources that allow the practice to operate efficiently.

One of the key resources McAdam provides is a dedicated investment team whose sole focus is building and maintaining client portfolios. Having worked closely with them, we believe they are a genuine benefit to clients, and it is a resource we have chosen to leverage rather than replicate ourselves.

What that relationship does not mean is that Donohue Wealth Management is beholden to McAdam’s products or preferences. Donohue Wealth Management maintains direct responsibility for its client relationships and provides personalized planning and advice, with the support and oversight of McAdam LLC.